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Contact Us

Contact Us

 Philip J. Messuri, MS, CFP®

Certified Financial Planner™ Professional
505-798-6941
Send an Email


Travis Flandermeyer, MBA, AIF® 

Investment Adviser Representative
505-717-1111
Send an Email


Brandon Kane, CFP® 

Certified Financial Planner™ Professional
303-717-3120


Joshua Hovda, CFP®

Investment Adviser Representative
505-361-1602
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Robert L. Quinlan, MBA

Investment Advisor Representative
505-588-2014 
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Marcia Smith

Advisor Assistant
505-798-6941
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Amber Hovda

Registered Administrative Assistant
(505) 508-4661
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Shae Saxton

Business Operations Associate
303-921-7307


Dalton Herrin

Business Operations Associate
(505) 717-1111
Send an Email

Albuquerque Office

5203 Juan Tabo NE
Suite  2C
Albuquerque, New Mexico 87111

Mon-Fri: 8:00 AM - 5:00 PM




Boulder Office

1634 Walnut St Suite 111B-2C,
Boulder, CO 80302-5400

303-618-6740